Buffalo Business & Estate Services Ltd
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 337303
· SEC file 801-134292
· Orchard Park, NY
· www.moldenhauerassociates.com
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ADV data as of Jan 23, 2026
- Regulatory AUM
- $765M
- Discretionary
- $765M
- Clients
- 1,152
- Avg AUM / client
- $664K
- Accounts
- 1,962
- Employees
- 15
AUM over time
$764M
$765M
Nov 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Jan 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 920 | $301M | 39.4% |
| High net worth individuals | 232 | $462M | 60.4% |
| Corporations and other businesses | Fewer than 5 clients | $2.1M | 0.27% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brett Alan Moldenhauer | Registered representative | Sep 2025 (1y) | ||
| Brian Norman | Registered representative | Sep 2025 (1y) | ||
| Gregory Harris Kotecki | Registered representative | Sep 2025 (1y) | ||
| Jennifer Ann Badzinski | Registered representative | Sep 2025 (1y) | ||
| Jonathan Dombrowski | Registered representative | Sep 2025 (1y) | ||
| Jeremy Ryan Walter | Registered representative | Sep 2025 (1y) | ||
| John H Ring | Registered representative | Sep 2025 (1y) | ||
| Matthew Lee Hayes | Registered representative | CFP | Sep 2025 (1y) | |
| Patrick Bryan O'connell | Registered representative | Sep 2025 (1y) | ||
| Richard Charles Moldenhauer | Registered representative | Chartered Financial Consultant | Sep 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/23/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $765M (100% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 23, 2026.
View current Form ADV (SEC/IAPD) ↗